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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,527 hedge funds and large institutions have $45.2B invested in iShares Russell 1000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 442 increasing their positions, 625 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
-18
Holders Change %
-1.17%
% of All Funds
22.13%
Holding in Top 10
99
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1%
% of All Funds
1.43%
New
101
Increased
442
Reduced
625
Closed
98
Calls
$89.6M
Puts
$8.77M
Net Calls
+$80.9M
Net Calls Change
+$37.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$160M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$135M
3
JRP
Jasper Ridge Partners
California
+$65.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$50.1M
5
G
Gainplan
Michigan
+$44.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Bank of America
Bank of America
North Carolina
-$1.05B
3
BlackRock
BlackRock
New York
-$272M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$158M
5
CAM
Cresset Asset Management
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
801
Hoge Financial Services
Pennsylvania
$790K +$790K +4,409 New
BFC
802
Bedel Financial Consulting
Indiana
$784K -$21.7K -121 -3%
AFWM
803
Abich Financial Wealth Management
Virginia
$777K +$674K +3,762 +652%
MAM
804
MWA Asset Management
Massachusetts
$777K +$29.9K +167 +4%
AFG
805
Atomi Financial Group
New York
$776K +$179 +1 +0%
GAA
806
Global Assets Advisory
Florida
$774K +$774K +137,958 New
PAM
807
Palisade Asset Management
Minnesota
$773K +$179 +1 +0%
LTL
808
Lowery Thomas LLC
California
$773K -$50.3K -281 -6%
TA
809
TFB Advisors
Kansas
$765K +$32K +187 +4%
MFA
810
Mayflower Financial Advisors
Massachusetts
$763K – – –
NF
811
Nvest Financial
New Hampshire
$762K +$60K +335 +9%
LA
812
Legacy Advisors
Pennsylvania
$761K +$44.8K +250 +6%
NAS
813
Nicolet Advisory Services
Wisconsin
$755K -$243K -1,373 -24%
Wellington Management Group
814
Wellington Management Group
Massachusetts
$752K – – –
AFA
815
Alpha Financial Advisors
North Carolina
$752K – – –
CB
816
Cadence Bank
Mississippi
$751K – – –
FUBT
817
First United Bank & Trust
Maryland
$750K -$41.2K -230 -5%
FRA
818
Front Row Advisors
California
$749K +$289K +1,611 +63%
DIA
819
Dana Investment Advisors
Wisconsin
$747K -$117K -654 -14%
NCM
820
NCM Capital Management
New Jersey
$746K -$4.48K -25 -0.6%
H
821
HoyleCohen
California
$745K – – –
PIFP
822
Partners in Financial Planning
Virginia
$743K – – –
ECM
823
Evergreen Capital Management
Washington
$741K +$163K +912 +28%
CW
824
Connectus Wealth
Ohio
$741K -$76.4K -550 -9%
MFG
825
MidWestOne Financial Group
Iowa
$740K -$10.7K -60 -1%
31 32
33
34 35